Consulting:
Our staff is trained and experienced in various areas to provide business, financial and tax consulting, Before you make major financial decisions contact our office, we have the right advisor for you.
Business Consulting – Incorporation and New Business Analysis
When starting a business, you have many decisions to make and one of the most important is what form of organization is right for you. Choosing the right business entity can protect your non-business assets and minimize the taxes you pay.
Is a partnership, C Corporation, S Corporation, Limited Liability Company or sole proprietorship right for you? We have extensive experience in advising clients on the tax efficient business formation and can help with your decision.
Financial Statements: We prepare professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers realize a business’s full potential.
Cash Flow & Budgeting Analysis: We can forecast and evaluate your company’s financial condition, provide guidance on financing requirements, and develop tools to track cash-flow sources and uses. We can assist in planning for capital acquisitions including the tax ramifications of alternative acquisition strategies.
Accounting Software: We have over 20 years of experience with a variety of accounting software packages and related tools for business. As a small business owner, you have more than likely already begun to explore accounting software. We offer guidance and hands on expertise to help you select and get the most from accounting software.
Acquisitions: Business combinations or acquisitions offer benefits to the business owner. We can provide guidance on the accounting and tax implications of the proposed transaction.
Financial and Retirement Planning
Cash Flow Budget/Forecast: We can forecast and evaluate your financial condition in preparation for retirement, prepare cash-flow budget forecasts and provide guidance on financial moves to navigate retirement years.
Personal Financial Statement: A basic building block of a planning for the future is to assess where you are today. A personal financial statement gives you a picture of what your net worth is today.
Planning Suggestions: When should I draw social security? That question alone has major implications for much of your retirement year. Investing for the future is another key to peace of mind in retirement. What is right for you, tax deferred or taxable investments?